TrueAdvisor
TrueAdvisor
DS
CFP
DS
CFP

Daniel Searles

LPL Financial LLC
4 Years of Experience
St. Simons Island, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Daniel Searles is a CFP-designated registered investment advisor at LPL Financial LLC, based in St. Simons Island, GA, with 4 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

507 Ocean Blvd., Suite 101, St. Simons Island, GA, 31522

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Daniel operates under the DBAs Medallion Financial Strategies, LLC and Medallion Financial Group for his LPL business, dedicating full-time hours. He also works with Safe Money Concepts selling non-variable insurance, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Grove Point Advisors, LLC
February 2022 - May 2025 · 3 yrs 3 mos
Grove Point Investments, LLCBroker
December 2021 - May 2025 · 3 yrs 5 mos
State Registrations32 states
ALAZCACOCTDEFLGAILINMAMDMEMIMNMOMSMTNCNJNYOHOKPARISCTNTXUTVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in St. Simons Island, GA →All financial advisors in Georgia →